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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,205 | $42,909-59.9% | $152,093-88.7% | $71,012-75.8% |
| Participation rate | 20.6% | 54.7%-34.0pp | 77.8%-57.1pp | 58.6%-37.9pp |
| Annual return | 0.00% | 30.57%-30.6pp | 66.36%-66.4pp | 37.67%-37.7pp |
| Employer contribution / active EE | $90 | $1,369-93.5% | $4,175-97.9% | $2,348-96.2% |
| Participant deferral / active EE | $700 | $1,904-63.3% | $5,451-87.2% | $3,246-78.4% |
| Admin fee / account holder | $1,475 | $1,014+45.5% | $14,497-89.8% | $1,167+26.4% |